DFAC vs LCF

ADFAC

BLCF

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common29.9%DFAC and LCF

DFAC

LCF

Dimensional - US Core Equity 2 ETF · $87.6BTouchstone US Large Cap Focused ETF · $70M

+23.2%3 years · per year$18,682 · $17,508+20.5%

+11.7%5 years · per year$17,417 · […][…]

0.21%Expense ratio$21 · $118 on $10k · lower wins1.18%

0.87%12-mo yield$87 · $50 on $10k0.50%

−8.5%Worst dropSmaller wins−11.7%

12.3%VolatilityLower wins13.3%

5–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · LCF

5.6%AAPL8.3%

5.3%NVDA7.3%

4.8%MSFT9.7%

2.6%AMZN5.8%

Held in common29.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BLCF	Touchstone US Large Cap Focused ETFRead Desk		1.18%	0.50%	+3.0%	+9.7%	+10.8%	+20.5%	new	−11.7%	$70M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BLCF	Touchstone US Large Cap Focused ETFRead Desk		1.18%	0.50%	+3.0%	+9.7%	+10.8%	+20.5%	new	−11.7%	$70M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs LCF

DFAC

Dimensional - US Core Equity 2

$17,417

LCF

Touchstone US Large Cap Focused

[…]

MeasureDFACLCF

Fee0.21%1.18%

Cost on $10k a year$21$118

Yield0.87%0.50%

5 years, per year+11.7%[…]

3 years, per year+23.2%+20.5%

Worst drop · 1Y−8.5%−11.7%

Volatility · 1Y12.3%13.3%

5–0measures won
DFAC first

29.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, LCF

Today

29.9%most shared, DFAC and LCF

DFACLCF

DFAC—29.9%

LCF29.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

LCF$50 − $118 = −$68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee